Filtered library · Theme

Critical materials & rare earths stocks · 2 dossiers

2 Critical materials & rare earths stocks moving on the same story, each with a dated research dossier: thesis, kill line and next catalyst.

DormantLast worked 6 September 2026, 51 days ago; the research counts a theme as current for 14 days.

All 2 are dated research with a published kill line — the level named in advance that would prove the call wrong.

MP MP Materials Corp. fresh Low MP Materials' rare-earth magnet story keeps losing ground: the shares closed at $38.30 on 23 October 2026, near a 52-week low, after more broker target cuts. The confirmed 5 November 2026 third-quarter report decides whether commercial… Theme leader · Critical materials & rare earths catalyst · 5 November 2026 USAR USA Rare Earth, Inc. fresh Low USA Rare Earth has built a mine-to-magnet chain outside China, but the shares are down 71% from their high because revenue is still tiny against heavy dilution. The third-quarter report due around 6 November to 9 November 2026 shows… Distinct case · Critical materials & rare earths catalyst · 9 November 2026